AFAM | Innealta Capital: Diverse Portfolio Options For Financial Advisors and High Net Worth Clientele


AFAM | Innealta Capital offers diverse investment portfolio options:


1. All Cap Value Portfolio Management. Al Frank Asset Management (AFAM) offers two Value investment styles. The All-Cap Value strategy aims for long-term capital appreciation. Our Dividend Value strategy is designed for long-term total return from both capital appreciation and, secondarily, dividend income. John Buckingham is the Chief Investment Officer of our Value Division. To learn more about the All Cap Value portfolio strategies offered, click here.


2. Tactical ETF Portfolio Management. Innealta Capital is an asset manager specializing in the active management of portfolios of Exchange Traded Funds. Innealta Capital offers three Tactical ETF investment strategies – Tactical Risk Based, Tactical Fixed Income and the International Country and Sector Rotation Strategies. Innealta Capital's competitive advantage is its quantitative investment strategy driven by a proprietary econometric model created by the company's founder, Dr. Gerald Buetow. Innealta Capital's focus is to capitalize on the attractive market environment for ETFs, tactical strategies and low cost portfolio alternatives. To learn more about the individual Tactical ETF portfolio strategies offered, click here.


3. The Dynamic Portfolio Series (DPS). The Dynamic Portfolio Series (DPS) combines an adaptable tactical asset allocation portfolio component, emphasizing risk management in the short-term, with a long-term-oriented strategic portfolio component focused on undervalued U.S.-traded equities, and then anchors that combination with a fixed-income portfolio component. To learn more about the Dynamic Portfolio Series, click here.


Al Frank Asset Management (AFAM), Inc. is a Registered Investment Advisor, registered with the Securities & Exchange Commission and notice filed in the State of California and various other states.


Call us at 888.994.6827 to learn more about our diverse portfolio offerings.